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← Back to PortfolioSOFI - SoFi Technologies, Inc.

SOFI — Projected Income - DEMO PORTFOLIO
Monthly
$0
Weekly
$0
Daily
$0
SOFI Value
$7,612
P&L
$5,147 (+208.8%)
Total Dividends
$0
12-mo FWD Income
$0
FWD Yield
0.00%
Yield-on-Cost
0.00%

SOFI — Holdings Details

Total Shares:515.00
Total Value:$7,612
Total Dividends:$0
Total Return:$5,147 (+208.8%)
SOFI Last Price:$14.78
Forward Dividend:$0.00
Forward Yield:0.00%
Yield on Cost:0.00%

SOFI — Position Breakdown

Cost Basis: $2,465
DRIP Value: $0
Dividends: $0
Unrealized G/L: $5,147

SOFI — Stock value

SOFI — by Broker

BrokerBase SharesDRIP SharesTotal SharesDividendsCostValueReturn%
Robinhood100.000.00100.00$0.00$460.00$1,478.00+221.3%
SoFi415.000.00415.00$0.00$2,004.90$6,133.70+205.9%
ALL515.000.00515.00$0.00$2,464.90$7,611.70+208.8%

SOFI — Stock Lots

Buy DateSharesCost/ShareCost BasisValueReturnActionBroker
2023-02-03 15.00 $4.86 $73 $222 $149 (+204.1%) SoFi
2022-09-13 100.00 $4.60 $460 $1,478 $1,018 (+221.3%) Robinhood
2022-08-29 400.00 $4.83 $1,932 $5,912 $3,980 (+206.0%) SoFi
TOTAL 515.00 $4.79 $2,465 $7,612 $5,147 (+208.8%)

SOFI — Sales Events

Sale DateSharesSale PriceCost Basis (Total)ProceedsP&LActionBroker
– – – – – – – –

SOFI — DRIP Events

DRIP is portfolio-wide.
Start DateEnd DateStatusBrokerAction
2022-08-29 – Active —
Whole portfolio

SOFI — Complete History

DateEventStart SharesChangeDiv AmtDRIP SharesExec PriceClose PriceEnd SharesTotal ValueBroker
2023-02-03 BUY 400.00 +15.00 – – $4.86 $7.46 415.00 $3,095.90 SoFi
2022-09-13 BUY 0.00 +100.00 – – $4.60 $5.84 100.00 $584.00 Robinhood
2022-08-29 BUY 0.00 +400.00 – – $4.83 $6.00 400.00 $2,400.00 SoFi
TOTALS: $0.00 +0.00 515.00 $7,611.70

SOFI — DRIP Shares Accumulated

DateStart SharesDiv/ShareTotal DivPriceDRIP SharesEnd SharesBroker
– – – – – – – –